Are you or someone on your team new to Applied Epic® accounting or insurance accounting? Do you need to learn Applied Epic Standard Accounting workflows? Reserve your spot in this exclusive in-person seminar for novice accounting users. Get hands-on training from Applied Epic accounting experts and network with your peers. Space is limited to 30 attendees, so don’t delay in registering!
Email customersuccess@appliedsystems.com to find out if this is the right program for you.
With your seminar attendance, you’ll receive:
- A certificate of completion
- A digital badge for your email signature and LinkedIn Profile
- Networking opportunities
- Two catered lunches and one dinner
- Applied Systems swag
Program Details
When
July 20 – 22, 2026
Tuesday: 9 a.m. - 4 p.m. CT
Wednesday: 9 a.m. - 4 p.m. CT
Thursday: 8 a.m. - 12 p.m. CT
Where
Applied Systems
320 North Sangamon Street, 13th Floor Conference Room
Chicago, IL 60607
Cost
$999*
*Does not include hotel, airfare or other travel costs.
Curriculum Overview
The program will cover the following topics:
- An overview of insurance-related accounting concepts specific to agency accountants
- Billing and servicing data standards in Applied Epic
- Applied Epic Standard Accounting Workflows, including transaction code review, agency and direct bill processing, and General Ledger functions
- Applied Epic Reports that support accounting workflows
Enjoy a mix of lectures, hands-on learning, whiteboarding exercises, and more!
Hear From Your Peers
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"This program filled the gap on how things flowed in Epic. It also allowed me to see where corrections needed to be made that would impact future transactions and where training may be needed in my organization."
Judy C., Conrade Insurance Group, Inc.
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"This program is well worth the cost, both in time and money. It leaves attendees excited to return to their offices and use the concepts and knowledge they've acquired. I highly recommend Epic Accounting Essentials for anyone in an accounting role!"
Deborah Dumas, Director of Operations, Berkeley & Company, LLC
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“This class was the best Epic training I've ever had. It was extremely beneficial for me and helped me understand how things in Epic connect and work together. A++”
Jordan Dies, VP/CFO, Bryan Insurance Agency
Register Now
Complete the form below to start your registration. Then check your inbox for an email with a link to Stripe, our payment vendor, to submit payment. You must complete this step to reserve your spot. If the seminar is full, you will be added to the waitlist and notified.